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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Harrisburg, PA

Every SEC-registered financial advisor at a firm office in Harrisburg who lists the Certified Financial Planner designation, A to Z.

24 CFP professionals work in Harrisburg; the most are at Conrad Siegel Investment Advisors (6). 6 are also registered broker representatives.

CFP advisors in Harrisburg, A to Z

Every advisor in Harrisburg →
  • Thomas K. BaldwinFischer Financial Services Inc. · Certified Financial Planner
  • Michael BenkovicDvb Private Wealth · Certified Financial Planner
  • Julie A. BramlittOsaic Institutions, Inc. · Certified Financial Planner
  • Tracy S. BurkeConrad Siegel Investment Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Kevin C. CurtisCorient · Certified Financial Planner
  • Steven R. EconomopoulosEcon Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • Nicholas P. FrankensteinConrad Siegel Investment Advisors · Certified Financial Planner, Chartered Financial Analyst
  • Donald M. HealeyCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Corey M. HindsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • William K. JenneyPNC Wealth Management LLC · Certified Financial Planner
  • Nathaniel D. LochstampforConrad Siegel Investment Advisors · Certified Financial Planner
  • Keith E. LongKestra Advisory Services, LLC · Certified Financial Planner
  • Phillip J. MilesPennsylvania Advisory Services, Inc. · Certified Financial Planner
  • Bradley R. NewmanFocus Partners Wealth, LLC · Certified Financial Planner
  • Brooke S. PetersenConrad Siegel Investment Advisors · Certified Financial Planner, Chartered Financial Consultant
  • David A. PlanteFocus Partners Wealth, LLC · Certified Financial Planner
  • Bryson J. RoofFocus Partners Wealth, LLC · Certified Financial Planner
  • Evan M. ShileySevenbridge Financial Group, LLC · Certified Financial Planner
  • Mark D. SkolkaConrad Siegel Investment Advisors · Certified Financial Planner
  • Steven L. SpongKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Matthew A. TaylorTaylor Securities Services, Inc. · Certified Financial Planner
  • Thomas J. TerhaarConrad Siegel Investment Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Jason VelenciaDvb Private Wealth · Certified Financial Planner
  • Brian N. ZellersEcon Wealth Management · Certified Financial Planner

Firms with the most CFP professionals in Harrisburg

Conrad Siegel Investment Advisors 6Focus Partners Wealth, LLC 3Dvb Private Wealth 2Econ Wealth Management 2Kestra Advisory Services, LLC 2Cambridge Investment Research Advisors, Inc. 1Corient 1Fischer Financial Services Inc. 1Osaic Institutions, Inc. 1PNC Wealth Management LLC 1Pennsylvania Advisory Services, Inc. 1Raymond James Financial Services Advisors, Inc. 1Sevenbridge Financial Group, LLC 1Taylor Securities Services, Inc. 1

CFP advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 224Malvern 202Philadelphia 159Wayne 76Lancaster 75Radnor 72West Chester 70Conshohocken 63Fort Washington 58Berwyn 56Doylestown 55Newtown 54Allentown 50Sewickley 47Yardley 42Exton 40Erie 38York 37Canonsburg 34King Of Prussia 33New Hope 32Newtown Square 31Mechanicsburg 30Bethlehem 29

Questions

How many CFP financial advisors are in Harrisburg, PA?

24 SEC-registered investment adviser representatives at firm offices in Harrisburg, Pennsylvania list the CFP designation; Conrad Siegel Investment Advisors employs the most of them (6).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Harrisburg?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.